Skerryvore Asset Management Ltd
•CIK: 2043964•Filing: Q4 2025
**Bennbridge Ltd** manages $128M across a focused portfolio of seven positions. The fund exhibits significant concentration, with its top three holdings—FNV, FMX, and KOF—accounting for over 89% of the disclosed assets. Notably, the $45.4M allocation to FNV anchors the portfolio, followed by substantial positions in FMX ($35.5M) and KOF ($28.5M). This structure suggests a concentrated, high-conviction approach within its investment mandate.
Total AUM
$128.3M
QoQ Performance
-10.5%
Positions
7
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
FNV
FMX
KOF
MLB1
FNV35.4%
FMX27.7%
KOF22.2%
MLB110.4%
WPM2.1%
HDB1.1%
INFY1.1%
Changes from Q3 2025
NEW1 new position
↓6 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024